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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-11-12 |
Branch Locations
777 Sw Mill View Way Suite 200, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Da Davidson | Bend | OR | 07/2020 | 10/2025 |
| Walt Rileys | Bend | OR | 11/2021 | 12/2021 |
| Tetherow | Bend | OR | 01/2019 | 05/2020 |
| Brasada | Bend | OR | 05/2020 | 11/2021 |
| Metro By T Mobile | Bend | OR | 06/2018 | 01/2019 |
| Vmg Global | Sydney | 09/2017 | 06/2018 | |
| Leader Creek Fisheries | Naknek | AK | 06/2017 | 09/2017 |
| Chi | Bend | OR | 06/2016 | 06/2017 |
| Central Oregon Community College | Bend | OR | 08/2018 | 05/2022 |
| Summit High School | Bend | OR | 08/2013 | 06/2017 |
| Lpl Financial Llc | Bend | OR | 11/2025 | Present |
| Stratos Wealth Partners, Ltd. | Bend | OR | 11/2025 | Present |
1. 10/2025 - Summit High School - Coach/ Sports/ Fitness - Not Investment related - 50 Hrs/Mth - 04 Hrs During Trading - Bend OR 97703 - OBA start date:11/20/2023 2. 10/2025 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hrs/Mth - 130 Hrs During Trading - At Reported Business Location(s) - OBA start date: 11/03/2025 3. 10/2025 - Mackeson Advisory LLC - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hrs/Mth - 130 Hrs During Trading - At Reported Business Location(s) - OBA start date: 11/03/2025 4. 10/2025 - Summit High School - Coach/ Sports/ Fitness - Not Investment related - 20 Hrs/Mth - 04 Hrs During Trading - Bend OR 97703 - OBA start date:11/20/2023 5. 11/05/2025 - Stratos Wealth Partners - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business location(s) - Start Date 11/03/2025 - 160 hours per month/ 130 hours during trading - I provide administrative support to Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 11/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 11/05/2025 - Stratos Wealth Partners - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business location(s) - Start Date 11/03/2025 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-16 |
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